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AIP

Almanack Investment Partners Portfolio holdings

AUM $592M
1-Year Est. Return 25.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$516M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.8M
3
+$9.58M
4
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$7.41M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.03M

Top Sells

1
+$35.3M
2
+$6.76M
3
+$6.04M
4
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$3.49M
5
THD icon
iShares MSCI Thailand ETF
THD
+$2.04M

Sector Composition

1 Technology 1.41%
2 Financials 1.19%
3 Consumer Discretionary 0.83%
4 Healthcare 0.8%
5 Energy 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
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